Getting Started with AcuBase Pro

The Settings section of AcuBase Pro is the central repository of your preferences for the way your practice interacts with the many different functions of the program.

We highly recommend that you fill in as many of the Settings options as possible before you begin using the rest of the program.

The Tool Wrench

The Tool Wrench is located in the upper right corner of the screen, next to the ? (help) button. When you click on it, you will notice tabs across the screen; Company, General, Calendar, General Billing, etc.

It is crucial that you take the time to set up your  Settings within the Tool Wrench before setting up your patients. Once you are actively using AcuBase Pro, you may always return to The Tool Wrench from any screen.

The Company Tab

Company Settings
Upon clicking the Tool Wrench, it will open the Company Tab. Enter your company information on the left side of the page- this info will reflect at the top left of your SuperBills.

Provider Setup
An unlimited number of providers/practitioners may be kept in AcuBase Pro. Once you have added providers, their names will show up on the provider list, and you may click on the name to see or edit details related to that provider.

Each patient is assigned a provider, and provider information entered here in the Providers Setup filters down into related invoices and reports. Click on the New Provider button to add new Provider.

The Tax ID Number field refers to the type of ID number being used (Social Security No. or EIN number), and the type should be identified using the ID Type field. This field also determines which box is checked on Line 25 of the HCFA 1500 form.

The ID Number fields and NPI (National Provider Identifier) are fields that refer to lines 24 and 33 on the CMS 1500 form.

Important Note: Be sure that you have entered provider information here before you begin entering patient information. One of the first things you will enter in a patient record is the provider assigned to that patient. If the provider preferences were not entered before the patient was put into the database, provider information will not show up in box 33 of the CMS 1500 form. You will have to go back and reassign the correct provider to each patient in the database to fix this.

Click To The General Tab


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